Billing
Guides on setting up billing rules, generating invoices, and managing claims.
- How to access and export financial analytics data (for administrative staff)
- How to archive and unarchive visits (for administrative staff)
- How to assign the case lead rendering provider to a client (for administrative staff)
- How to change the client's insurance (for administrative staff)
- How to check client eligibility in ABA Matrix (for administrative staff)
- How to complete the billing integration checklist (for administrative staff)
- How to enable or disable integrated billing for specific insurances (for administrative staff)
- How to manage place of service (POS) settings with integrated billing (for administrative staff)
- How to reconcile claims manually (for administrative staff)
- How to run a billing (for administrative staff)
- How to set up a new insurance (for administrative staff)